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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $653,467 | $185,312+252.6% | $161,489+304.7% | $154,746+322.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 14.84% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,457 | $4,769-69.5% | $4,268-65.9% | $4,379-66.7% |
| Participant deferral / active EE | $4,333 | $6,350-31.8% | $5,630-23.0% | $6,730-35.6% |
| Admin fee / account holder | $4,826 | $18,654-74.1% | $16,006-69.8% | $14,365-66.4% |